Anne Zavaglia, CFP®
Anne enjoys working with clients to help them achieve their goals. As a Financial Planner at Beacon Hill, her focus is on the development and implementation of financial planning and investment strategies with our private wealth clients. Anne also provides on-site education for participants in our managed corporate retirement plans.
Anne is a graduate of the Ohio State University with a bachelor of arts in Italian and Music. She received her Executive Certificate in Financial Planning from the Fisher College of Business in 2015. Prior to working in financial services, Anne ran her family’s music store, and was a mortgage loan officer.
Outside of the office, Anne plays the violin with the Greater Columbus Community Orchestra, Metropolitan Chamber Orchestra, New Albany Symphony Orchestra, and the Hilliard Bach Ensemble.
Anne lives in Columbus with her husband Mark and their daughters, Elise and Sofia.
Full Curriculum Vitae available upon request
You can email Anne at Anne@BHadvisory.com
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.